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Lower iron ore tax to benefit steel producers； Buy Baosteel/Angang Iron ore hits new low; US prices fall further Daily prices and news: Thermal coal pricing settles at $68/ton Still too much light crude at the end of the tunnel Earnings Supported by Solid Project Pipeline 1QFY15 profit seen up 2.2% q-q but flat y-y Everbright Spot：What’s Inside FY14 Results Presentation Takeaways Bode Well at Home and Abroad; Environmental Protection as Growth Driver NPLs at risk of moving up earlier than expected